TCW AAA CLO ETF (ACLO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Bank of Montreal

INCREASED

Shares151,109 from 125,528

Change+25,581 (+20%)

Value$7.6M (+$1.3M)

Filed 2026-11-09

Farther Finance Advisors, LLC

INCREASED

Shares101,993 from 101,200

Change+793 (+1%)

Value$5.2M (+$45.6K)

Filed 2026-10-08

LPL Financial LLC

INCREASED

Shares41,147 from 33,992

Change+7,155 (+21%)

Value$2.1M (+$363.6K)

Filed 2026-11-06

Blue Jean Financial LLC

NEW

Shares34,964

Change+34,964

Value$1.8M

Filed 2026-10-20

Great Valley Advisor Group, Inc.

NEW

Shares8,805

Change+8,805

Value$445.1K

Filed 2026-11-09

Nottingham Advisors, Inc.

UNCHANGED

Shares7,680 from 7,680

Change0 (0%)

Value$386.8K (-$537)

Filed 2026-10-29

Community Bank, N.A.

UNCHANGED

Shares6,000 from 6,000

Change0 (0%)

Value$303.2K (+$300)

Filed 2026-11-06

Fifth Third Bancorp

UNCHANGED

Shares147 from 147

Change0 (0%)

Value$7.4K (+$8)

Filed 2026-11-05

Truist Financial Corp

CLOSED

Shares0 from 9,368

Change-9,368 (-100%)

Value$0 (-$473.0K)

Filed 2026-10-30

N/A

Shares— from 8,824,800

Change-8,824,800 (-100%)

Value—

Syon Capital LLC

N/A

Shares— from 48,263

Change-48,263 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 20,806

Change-20,806 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 6,549

Change-6,549 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 4,486

Change-4,486 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 4,237

Change-4,237 (-100%)

Value—

	Status
Bank of Montreal	INCREASED	151,109	125,528	+25,581	+20%	$6.3M	$7.6M	+$1.3M	2026-11-09
Farther Finance Advisors, LLC	INCREASED	101,993	101,200	+793	+1%	$5.1M	$5.2M	+$45.6K	2026-10-08
LPL Financial LLC	INCREASED	41,147	33,992	+7,155	+21%	$1.7M	$2.1M	+$363.6K	2026-11-06
Blue Jean Financial LLC	NEW	34,964	—	+34,964	—	—	$1.8M	—	2026-10-20
Great Valley Advisor Group, Inc.	NEW	8,805	—	+8,805	—	—	$445.1K	—	2026-11-09
Nottingham Advisors, Inc.	UNCHANGED	7,680	7,680	0	0%	$387.3K	$386.8K	-$537	2026-10-29
Community Bank, N.A.	UNCHANGED	6,000	6,000	0	0%	$302.9K	$303.2K	+$300	2026-11-06
Fifth Third Bancorp	UNCHANGED	147	147	0	0%	$7.4K	$7.4K	+$8	2026-11-05
Truist Financial Corp	CLOSED	0	9,368	-9,368	-100%	$473.0K	$0	-$473.0K	2026-10-30
TCW Group Inc	N/A	—	8,824,800	-8,824,800	-100%	$445.6M	—	—	—
Syon Capital LLC	N/A	—	48,263	-48,263	-100%	$2.4M	—	—	—
Citadel Advisors LLC	N/A	—	20,806	-20,806	-100%	$1.1M	—	—	—
Equitable Holdings, Inc.	N/A	—	6,549	-6,549	-100%	$330.7K	—	—	—
Royal Bank of Canada	N/A	—	4,486	-4,486	-100%	$227.0K	—	—	—
HRT Financial LP	N/A	—	4,237	-4,237	-100%	$213.0K	—	—	—

Showing 15 of 15 institutions